Envestnet Portfolio Solutions
AOS icon

Envestnet Portfolio Solutions’s A.O. Smith AOS Stock Holding History

Envestnet Portfolio Solutions’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,162
Closed -$209K – 1374
2026
Q1 		$209K Sell
3,162
-1,040
-25% -$75K ﹤0.01% 1262
2025
Q4 		$281K Buy
4,202
+127
+3% +$8.58K ﹤0.01% 1317
2025
Q3 		$299K Sell
4,075
-80
-2% -$5.71K ﹤0.01% 1245
2025
Q2 		$272K Sell
4,155
-123
-3% -$8.05K ﹤0.01% 1385
2025
Q1 		$280K Buy
+4,278
New +$289K ﹤0.01% 1325
2024
Q3 		– Sell
-2,835
Closed -$232K – 1678
2024
Q2 		$232K Buy
+2,835
New +$240K ﹤0.01% 1518

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's AOS Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,162 shares — an estimated $209K sold.

Envestnet Portfolio Solutions first reported a position in AOS in Q2 2024 and held it in 6 quarters. The position peaked at $299K in Q3 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,162 A.O. Smith shares in Q2 2026, an estimated $209K.
  • Envestnet Portfolio Solutions first reported a position in A.O. Smith in Q2 2024 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's A.O. Smith position peaked at $299K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.